Podcasts about referrals

You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things suddenly take over. If this sounds familiar, the problem might not be discipline at all. In this episode, I'm digging into the research behind why we procrastinate and sharing practical ways to turn your time blocks into time you actually use.In this episode you will learn:Why vague time blocks create friction and how getting specific makes it easier to start.How emotions like overwhelm, uncertainty, boredom, and fear can drive procrastination.Why starting small, creating transition time, and adding immediate rewards can improve follow-through.How to create an “executable time block” with an outcome, starting action, trigger, resistance plan, and finish line.Time blocking tells you where your time should go, but that alone doesn't guarantee you'll actually do the work. The goal is to build systems that make starting easier, even on the days when motivation and discipline aren't showing up. Don't just schedule the time—schedule the task and schedule the start.Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about our sponsor BELAY for amazing virtual assistant services HERE!   Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zamp(00:00) - Welcome and Format (01:53) - How In the Know Works (02:39) - Community News and Events (05:14) - ProPartner Program Overview (06:55) - IAS Benefits and Support (13:42) - Revenue Share and Referrals (18:32) - Tiers Points and Certifications (31:14) - Delegated Bill Pay Onboarding (38:11) - ProConnect Tax Planning Insights (45:24) - Whats Around the Corner (46:04) - Alicias Upcoming Classes (49:06) - Wrap Up and Thanks LINKSHandout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdfEnabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_USAlicia's Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907QB Time Course: http://royl.ws/qbtime?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Send us Fan MailThere's a way to build stronger referral relationships, stay in touch with more people, and spend less time doing it — and most professionals in this space haven't figured it out yet. Sylvia Garibaldi sees the same pattern every day: lawyers, mediators, financial and divorce professionals know referrals matter, mean to follow up, and then get busy — and the "let's stay in touch" from a coffee chat quietly goes nowhere.In this episode, Sylvia shows exactly how to set up a simple, private system inside tools like ChatGPT and Claude — a dedicated space where AI learns your practice, your voice, and the people in your network. She walks through how to use it to prepare for meetings in five minutes instead of thirty, spot the gaps in your referral network, turn meeting notes or transcripts into organized partner profiles, and draft follow-ups that actually sound like you and reference what the person cares about.Sylvia also covers how to use AI to give before anyone asks — making introductions, celebrating a partner's wins, and sharing useful resources — plus a simple monthly relationship review to keep the whole network warm without it becoming another task. She closes with a five-point safety checklist for using AI responsibly with referral relationships, including what should never be entered into these tools. If you want to stay top of mind with the people who send you clients without adding more to your plate, this episode gives you the exact system to do it.What you'll learn: 04:26 Why Referrals Fade06:56 Build Referral Project11:08 Prep Before Meetings15:19 Find Network Gaps19:25 Capture Meeting Notes23:11 Write Better Follow Ups27:06 Give First Strategies31:57 Stay In Touch System35:23 AI Safety ChecklistResources:Feeling stuck about how to grow your practice, book a free strategy call here.#113 How Mediators Can Get Consistent Referrals from Lawyers #103 The Secret to Getting More Referrals Without Asking #121 The LinkedIn DM System That Generated 80 Referral Meetings Click here and don't forget to hit the "Follow" button so you never miss a new episode!Download Free Guide: How Lawyers and Mediators Can Attract More Ideal ClientsWant more insights like this?  Sign up for our newsletter.Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on LinkedInJoin our online communitySubscribe to my YouTube channel  

What happens when a newsletter creator sees a gap in the media landscape — and decides to fill it herself? In this episode of Send & Grow, Hunter sits down with Kim Nunley, founder of 30 Second Timeout, a daily women's basketball newsletter that helps fans keep up with the biggest stories in under three minutes. Kim talks about building a media business around her passion for women's basketball, growing an audience across social media and email, and why she decided to take things one step further with the Post Up Club (https://thepostupclub.com/)— a monthly snail mail membership where fans receive personal letters, basketball stories, and physical surprises in their mailbox. Subscribe to Send & Grow 2.0 for more conversations with the people building, growing, and powering the newsletter industry. 

In this episode of The Fearless Mindset Podcast, host Mark Ledlow reconnects with Army veteran and marketing professional Ron Owens, owner of Phame Marketing in Tulsa, Oklahoma. Ron shares what he is seeing among small and medium-sized businesses as economic uncertainty, changing consumer behavior, and tighter budgets force leaders to become more intentional about how they spend their marketing dollars. He emphasizes that fear-driven decisions can create costly blind spots, while strong strategy, experienced guidance, and a clear marketing roadmap can help businesses position themselves for sustainable growth.Ron also explains why simply posting on social media or buying ads is not the same as having a marketing strategy. Effective marketing starts with understanding the audience, identifying what makes a company uniquely valuable, and connecting with customers emotionally before overwhelming them with facts and features. The conversation also covers fractional CMO support, branding, referrals, digital credibility, podcasts, local marketing, social media awareness, and why relationships, trust, community, and face-to-face interaction remain essential in business.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSStrategy comes before execution. Posting content, running Google ads, or hiring a social media manager can waste money if there is no clear roadmap, defined audience, or desired outcome behind the activity.Differentiate instead of copying competitors. Businesses need to identify what they do uniquely better. If your marketing could easily carry a competitor's logo, customers have little reason to choose you.Understand what motivates the customer. Buying decisions are often emotional first and analytical second. Marketing should connect with what customers feel and want before leading with features and data.Make the customer the hero. Instead of focusing on how great your company is, position the business as the guide that helps customers solve problems and achieve what matters to them.Referrals still carry enormous weight. A recommendation from someone a prospect trusts can open the door, while a strong website and digital presence help validate that recommendation.Build locally before expanding. Start hyper-local and establish credibility in your own market before trying to grow regionally or nationally.QUOTES“Every decision you've ever made, you made emotionally, and you have justified it analytically.”“We all wanna triumph at something. We all wanna win at something.”“There's nothing more powerful than a referral.”“Your marketing's got to elevate and substantiate your position in the marketplace.”“You gotta own your backyard and win your backyard before you're gonna have credibility outside of your yard.”“Human behavior's undefeated.”Get to know more about Ron Owens:LinkedIn: https://www.linkedin.com/in/phamefounder/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

A referral used to be enough.Someone mentioned your name. The prospect called. The relationship started.That is not how most buying decisions happen anymore.Today, a prospective client may hear about your firm from a trusted friend, business owner, attorney, or financial advisor—and then immediately research you online before ever making contact. They visit your website. They read about your team. They compare firms. Increasingly, they may even ask ChatGPT, Gemini, Claude, or another AI assistant whether your firm is a good fit.And if your website does not clearly communicate who you help, why you understand them, and what working with you actually looks like, a referral you already earned can quietly disappear.In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, break down three website pages that many tax and accounting firms overlook:Who We Help. Your Bio. How We Work.Each page answers a different question running through a prospect's mind:Do you understand someone like me?Can I trust the person I'm going to work with?What happens if I say yes?Lee and Rebekah explain how firms can use these pages to turn expertise into visible evidence, reinforce referrals, reduce uncertainty, create stronger positioning, and give both prospects and AI systems a much clearer understanding of who the firm is built to serve.Because most firms do not have an expertise problem.They have a visibility problem.In This Episode, You'll Learn:Why a referral is increasingly the beginning of the buying process rather than the endThe three website pages many tax and accounting firms are missingWhy a Who We Help page can be more persuasive than another generic list of servicesHow to describe clients using their actual problems instead of accounting terminologyWhy positioning does not have to be limited to an industry nicheHow a stronger professional bio creates trust before the first conversationWhy credentials alone rarely make a memorable bioHow personal experience and professional expertise can work together without oversharingWhy every important client-facing professional should have a meaningful bioWhat a How We Work page should tell prospective clientsHow explaining your process can reduce uncertainty and make it easier for prospects to say yesWhy websites should demonstrate expertise instead of simply claiming itHow connected pages, stories, examples, FAQs, and content create stronger evidence for prospects and AI systemsWhy clearer positioning may improve your chances of being understood and recommended in AI-assisted searchAnd then I would make the Future-Ready Firm Blueprint the primary conversion link immediately after those resources rather than burying a generic demo CTA:Get Your Future-Ready Firm Blueprint

Send us Fan MailSome weeks in the field feel brutal. You're doing all the right things, making your stops, trying to connect with referral sources, and it's like you're invisible. That silence can mess with your confidence fast, especially in referral-based sales where it feels personal when nobody calls back.We get honest about what those slumps look like in home care marketing and healthcare sales, and what actually helps when you feel beat up and discouraged. We talk about practical ways to “fill your cup” so you can keep showing up, including finding places where you're guaranteed real human connection. We also break down a simple mindset tool that keeps a bad day from turning into a total write-off: tracking the small wins that still move your pipeline forward, even when you do not land an immediate referral.Then we dig into the rhythm nobody warns you about: the business is naturally up and down. A great marketing week can lead to a week full of assessments and signing, and when marketing pauses, the next week can get slow. We share how to plan around that cycle, why signing your own jobs often matters to referral partners, and how to set expectations so you stay top of mind. We finish with a real-world tactic for vacations, including how to hand off a trusted point of contact so your territory does not drift while you're away.If this resonates, subscribe, share it with someone who's out there grinding, and leave a review. What's your go-to move when your week goes quiet?Visit our website at https://asnhomecaremarketing.comGet Your 11 Free Home Care Marketing Guides: https://bit.ly/homecarerev

What Business Problem Can Marketing Help Solve? Strategy, Leadership & Execution Marketing can be executed well and still fail to solve the business problem you are actually experiencing.In Part 1 of this 11-part series, Jennifer Denney, founder of Elevated Marketing Solutions, breaks down the strategy, leadership, and execution problems that can make marketing feel disconnected, inconsistent, or ineffective. If your marketing feels like a collection of SEO, social media, ads, email, website updates, and content without a clear reason behind them, the problem may not be the tactics. It may be that there is no clear strategy connecting those activities to what the business is trying to accomplish.Jennifer talks through questions business owners and marketing leaders should be asking, including why every marketing vendor seems to recommend something different, why businesses end up with too many marketing ideas and no priorities, what happens when no one truly owns marketing, and how to know when changes in the market require changes in your marketing strategy.The goal of this series is to help business owners and marketers speak the same language. Instead of starting with, “What marketing tactic should we buy?” start with, “What business problem are we actually trying to solve?” This is Part 1 of our What Business Problem Can Marketing Help Solve? series.The complete guide covers Strategy, Leadership & Execution, Visibility & Awareness, Positioning & Messaging, Trust & Credibility, Website & Conversion, Sales & Lead Quality, Customer Experience & Operations, Retention & Referrals, Content & Education, Measurement & Analytics, and Business Growth.Read the full guide and explore all of the business problems marketing may be able to help solve:https://elevatedmarketing.solutions/what-is-wrong-in-my-business-that-marketing-might-be-able-to-help-solve/Tired of vague marketing advice? So are we. This podcast brings you real, in-the-trenches conversations about what actually works no scripts, no fluff, just honest strategy and real-time insights.

What happens when a referral Googles you and your website doesn't give them a reason to take the next step? Your copywriter website may be doing more selling than you realize, even when almost all your business comes through word of mouth.You'll learn why the referrals you lose are almost impossible to track, why people searching your name may be more valuable than strangers searching generic terms, and why referrals can keep bringing you more of the same clients even when your goals have changed. Your website copy gives you control over how your business is described and who you attract next.We also break down four essentials of a referral-ready site: instant confirmation that they've found the right person, messaging that reflects the words your clients actually use, credible proof, and one clear next step. Strong copy strategy isn't about cramming more information onto a page. It's about removing doubt at exactly the moment someone is deciding whether to trust you.As a messaging strategist, I'll also show you a simple exercise for uncovering the language your best clients use when they recommend you. Those words can become the foundation for stronger website copy and more effective conversion strategies. And if you want to go deeper, episode 29 looks at how your website can lose potential clients even when referrals are plentiful.Your copywriter website should confirm the recommendation, build confidence, and make booking feel easy. Whether you're refining your positioning or considering a bigger change, your site should help you move towards the clients you actually want.Ready to see your site the way a referral sees it? Book a website copy audit and get a second set of eyes on what's helping and what might be turning away clients. This episode was mixed and edited by Cardinal Studio.

I recommend people all the time. And I've noticed something strange: plenty of those recommendations never turn into a conversation. That doesn't necessarily mean the referral failed. The person may have asked three other people, already had someone in mind, or started comparing everyone they were given. And that's where this gets interesting. Research from Hinge found that more than half of professional-services buyers had ruled out someone who was referred to them before ever speaking with them. Which raises a much better question than "How do I get more referrals?" What happens after someone recommends you? In this episode of Branding Momentum, I look at the part of referral marketing you can't see, what a potential client finds after hearing your name, what they're comparing it against, and the simple test I'd do before trying to get more people to recommend you.

Have you ever wondered why referrals happen consistently for some businesses but only sporadically for others?   I'm breaking down referral fundamental number four and the two things that must exist for a referral to happen: desire and opportunity.   You'll learn which one you can actually influence and how understanding this changes the way you approach referrals.   Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/433  

What if you had your own personal board of directors—not for your business, but for you? A carefully chosen group of people who challenge you, encourage you, open doors, tell you the truth, and help you become the person you need to be for whatever you're building next.In this episode, I'm joined by Eric Negron to break down exactly how to build your own personal board of directors. Eric shares the six key seats he believes we all need around our table, how to identify the right people to fill them, and how to intentionally cultivate those relationships over time. We also talk about why your board shouldn't just be an echo chamber of people telling you what you want to hear—and why investing in yourself as a leader can have a direct impact on your business, your goals, and your life.In this episode you will learn:The six key seats to include on your personal board of directors.How to identify the right people to fill each role.Why your board needs people who will challenge you and tell you the truth.How to intentionally maintain and reevaluate your board as your goals evolve.You spend so much time thinking about the team you need to build around your business—but what about the people you need to build around you? This episode will give you a simple framework to take into your next CEO Day, identify the gaps around your table, and start intentionally building the personal board of directors you need for your next season of growth.Grab Eric's BOD Download HERE! Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about our sponsor BELAY for amazing virtual assistant services HERE!   Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Business growth doesn't always come from the biggest budget or the flashiest campaign. This episode of the OUTdrive Podcast covers three practical topics for business owners and marketing leaders: Why referrals are pulling further ahead as the top way small businesses grow What Instagram's controversial logo update teaches any business about refreshing a brand the right way How a pickle company built a community of almost two million followers without acting like a brand Tune in as President and CEO Megan Hartman breaks down how you can apply each one to your business. Find more insights through our articles, podcast episodes and case studies at ecallis.com.

How do contractors get leads?A neighbor's referral gets you noticed, but over 60% of homeowners still investigate you online before dialing. What they find on your website and reviews could be costing you the job. Here is what seals the deal. Profit Acuity City: Center Valley Address: Concord Drive Website: https://profitacuity.com/authority-content-system/ Phone: +1 877 624 1229

Andrew “Ferdi” Ferdinands has photographed more than 3,000 events over 17 years and built an event photography business bringing in around $200,000 a year. At its busiest, his team covered roughly 400 events in a year, including 44 in one month. What caught my attention is that Ferdi says 80% of his work comes from referrals and word of mouth, even though he rarely asks for them. He believes the way a photographer makes people feel on the day has a lot to do with whether they book again or recommend you. It's why he looks for people skills first when bringing photographers onto his team. We get into how he manages a pool of more than 30 photographers, what happens after a shoot, his straightforward pricing, and how he's using AI to cut down the admin. If you photograph events, weddings or families, there's plenty here to consider about the experience you give clients before they've even seen their photos. The post 688: Andrew Ferdinands – How To Get 80% of Your Photography Work Through Referrals appeared first on Photography Business Xposed - Photography Podcast - how to build and market your portrait and wedding photography business.

What if making fun of the real estate industry could actually become one of your best sources of business?   James Dwiggins and Keith Robinson sit down with Bob Tompkins, owner and chief marketing officer at Living in South Carolina, to unpack how he turned satirical real estate videos into a serious marketing strategy. Bob started experimenting with video in 2019, and after parody videos began taking off, he noticed something even more valuable than views: agents were sending him business. At one point, roughly half of his business was coming from agent-to-agent referrals.   Bob explains why he hired a full-time videographer, how he and his creative partner spend five to six hours every week developing ideas, and why creativity is a muscle built through repetition. They also get into the riskier side of satire, including videos criticizing industry practices, negative comments, content he's been asked to remove, and what he's learned about pushing the boundaries without chasing controversy just for attention.   Most importantly, Bob makes the case that successful video marketing doesn't require copying his style. It requires finding something you're genuinely enthusiastic about, consistently creating around it, and giving people a reason to remember you.   Links mentioned during the episode: Private Listings Sketch: https://www.instagram.com/p/DbnqS_uRF_N/ Connect with Bob on LinkedIn - Instagram. Check out Living in South Carolina on Instagram and online at livinginsc.com. The industry is evolving. The question is: will your business evolve with it? Join us at Zillow Unlock 2026 and be part of the conversation shaping what comes next. Register today at unlockconference.com and use code REIU20 for 20% off your ticket*.   *Code can be used on all full priced passes leading up to the event and cannot be combined with any other discounts.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com   You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/   The views and opinions expressed on Real Estate Insiders Unfiltered are those of the hosts and guests in their personal capacities and do not necessarily reflect the views or positions of AGNT, Inc., eXp Realty, LLC, NextHome, Inc., or any of their respective affiliates, subsidiaries, officers, or directors.   

Pastor and counselor Chris Legg returns to talk about something he sees in nearly every grad student who arrives for training at Aletheia Family Counseling Center: fear. After 25 years of training new therapists from seminaries, secular universities, and everything in between, Chris says most show up convinced a lawsuit is coming the moment anyone learns what they personally believe.We start with the phrase "check your values at the door," and Chris shows why it collapses under its own logic. He tells the story of a local university that stopped sending students to Aletheia after an intern wrote that she was glad she wasn't required to counsel same-sex couples, and what happened when he asked the professors whether a survivor of assault should be required to treat abusers.We also look at what the record actually shows about therapists getting in trouble for declining certain clients, why the process is so often the punishment, and why some talented clinicians are giving up their licenses to work as coaches. I explain why I kept my license but do my work as a coach.Then Chris speaks directly to grad students and interns: you matter to the therapeutic process, and you don't have to practice in constant fear. What does it look like to expose your faith without imposing it? And where can counselors with conservative or religious values find mentorship?Pastor Chris Legg, LPCs, and his wife Ginger have been living out the parable of God's love for His people since 1993 and have been blessed with five great kids. He is the Lead Pastor at South Spring Baptist Church in Tyler, TX (www.southspring.org) and is also the founding owner and clinical director of Alethia Family Counseling Center (www.alethiacounseling.com), which offers training, counseling, speaking and business consulting in several locations in Texas. He and his son, Mark, are the authors of the book Sex and Marriage, which is intended to restore to marriages the power God intended. Learn more about SSBC at www.southspring.org. More about Alethia at www.alethiacounseling.com.Contact Chris, read any of his articles, and look for other resources at his website at www.chrismlegg.com and at https://chrismlegg.substack.com/[00:00:00] Start[00:03:35] Why Grad Students Fear Their Own Values[00:08:08] University Cuts Ties Over Same-Sex Couples Policy[00:11:34] Competency, Referrals, and Therapist Boundaries[00:20:43] Do Therapists Really Lose Licenses Over Refusals[00:24:55] Board Complaints: The Process Is the Punishment[00:30:44] Aletheia's Bylaws: Therapy as Protected Speech[00:32:44] Why Therapists Trade Licenses for Coaching[00:42:12] Chris's Message to Anxious New Therapists[00:55:07] Imposing vs. Exposing Values in Therapy[00:59:53] How Conversion Therapy's Meaning Shifted[01:02:17] Advice for Therapists in Blue States[01:10:27] Cross-State Licensing Laws and PSYPACTROGD REPAIR Course + Community gives concerned parents instant access to over 120 lessons providing the psychological insights and communication tools you need to get through to your kid. Now featuring 24/7 personalized AI support implementing the tools with RepairBot! Use code SOMETHERAPIST2026 to take 50% off your first month.PODCOURSES: use code SOMETHERAPIST at LisaMustard.com/PodCoursesPRODUCTION: Looking for your own podcast producer? Visit PodsByNick.com and mention my podcast for 20% off your initial services.MUSIC: Thanks to Joey Pecoraro for our song, “Half Awake,” used with gratitude & permission. ALL OTHER LINKS HERE. To support this show, please leave a rating & review on Apple, Spotify, or wherever you get your podcasts. Subscribe, like, comment & share via my YouTube channel. Or recommend this to a friend!Learn more about Do No Harm.Take $200 off your EightSleep Pod Pro Cover with code SOMETHERAPIST at EightSleep.com.Take 20% off all superfood beverages with code SOMETHERAPIST at Organifi.Check out my shop for book recommendations + wellness products.Show notes & transcript provided with the help of SwellAI.Special thanks to Joey Pecoraro for our theme song, “Half Awake,” used with gratitude and permission.Watch NO WAY BACK: The Reality of Gender-Affirming Care (our medical ethics documentary, formerly known as Affirmation Generation). Stream the film or purchase a DVD. Use code SOMETHERAPIST to take 20% off your order. Follow us on X @2022affirmation or Instagram at @affirmationgeneration.Have a question for me? Looking to go deeper and discuss these ideas with other listeners? Join my Locals community! Members get to ask questions I will respond to in exclusive, members-only livestreams, post questions for upcoming guests to answer, plus other perks TBD. ★ Support this podcast on Patreon ★

Send us Fan MailYou can feel it when someone has actually built a home care agency the hard way and kept it growing for years. Mark Dermont, a seasoned Touching Hearts franchise owner in New York, joins us for a candid look at what happens behind the scenes: the first-year stress of no paycheck, the “always on” on-call phone, and the unglamorous work of learning elder care and earning trust one relationship at a time.We dig into home care marketing and referral strategy with real specificity, including the referral sources that consistently produce high-quality cases: private geriatric care managers, discharge planners and social workers in short-term rehab, and key contacts inside senior living communities. Mark also draws a clear line between community relations and true sales, explaining why being liked and being effective are not the same thing. If you've ever hired a “networker” and wondered why the phone still isn't ringing, this conversation gives you a better hiring lens.Then we get tactical with sales KPIs, CRM-based accountability, and what “fast response” really looks like when families are in crisis. Mark shares how his team works to book face-to-face intake quickly, why qualified leads are the metric he watches hardest, and how to sell value even when you are not the cheapest agency in town. We also talk resilience during unexplained revenue dips, scaling across multiple offices, and using diagnostics to figure out whether a plateau is a process problem, a people problem, or both.If you want smarter growth in private duty home care, hit play, take notes, and share this with an owner who's stuck. Subscribe, share the episode, and leave a review with the one change you're making after listening.Visit our website at https://asnhomecaremarketing.comGet Your 11 Free Home Care Marketing Guides: https://bit.ly/homecarerev

Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO Day exercise to help you step into your clients' shoes, identify the experience you actually want to create, and find opportunities to make your processes more personal, friction-free, clear, and human. You'll walk away with a practical way to improve your client experience without adding a bunch of new touchpoints, gifts, or work to your plate.In this episode you will learn:How to define the three feelings you want clients to associate with your firm.How to audit your physical and virtual “front doors” from your client's perspective.Four filters for making your client experience more personal, easier, clearer, and more human.How to turn your best client experience ideas into repeatable processes your team can actually execute.Your clients are already having an experience with your firm—the question is whether you intentionally designed it or it's simply happening by default. Block an hour on your next CEO Day, grab your team, walk through your own client experience, and choose three improvements to operationalize. Systems to Scale participants and Alumni Community members can also access the new Client Experience Blueprint to take this exercise even deeper.Register for the The Advisor Tech Stack Tune-Up Event with T2M Works HERE! Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about our sponsor BELAY for amazing virtual assistant services HERE!   Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Lana runs Homewear Designs, and real estate agents in New York and the Hamptons keep sending her home staging jobs. The referrals are steady and the business is healthy, but growth depends on how many agents she knows. She wants more than that. Preston and Austin look at how to get more out of the relationships she already has, and how to add new channels like visual content and partnerships without pulling focus from what's paying the bills. Support our show sponsors → ⁠https://freelancetofounder.com/sponsors⁠ Submit your own question → ⁠https://freelancetofounder.com/ask Learn more about your ad choices. Visit megaphone.fm/adchoices

Thousands of real estate agents have left the business. Their clients haven't. Those homeowners will eventually buy, sell, relocate, downsize or refer someone — and somebody needs to become their next agent. In this episode, Tim and Julie Harris explain how active real estate agents can capitalize on one of the most overlooked sources of listings and referrals: past clients whose agents have left the industry. You'll hear how to build relationships with veteran agents who need an eventual exit plan, how to turn part-time agents into referral partners, how to identify orphaned clients in your market, and why agent-to-agent relationships can become a meaningful source of additional transactions. They also explain why newer agents shouldn't assume they need to buy every lead simply because they don't have years of past clients. Your center of influence already exists. The goal is to organize it, expand it, stay in contact and turn those relationships into a long-term business asset. You'll also learn why inheritance, probate, downsizing and senior moves create opportunities for agents willing to learn new conversations, and why your ability to build genuine human relationships becomes increasingly important as more routine real estate activities are handled by technology. Free training: HarrisRealEstateDaily.comCoaching: PremierCoaching.comJoin eXp + Libertas: WhyLibertas.com/HarrisText Tim Direct: 512-758-0206Opinions are my own and not the views of eXp Realty.

Frances Katzen talks about how the discipline and resilience of a professional ballet career shaped the way she approaches business. Frances shares how she built the Katzen Report into a powerful marketing tool, established herself as a trusted voice in the media, and learned to stand out by having a real opinion rather than trying to please everyone. She also explains why she's willing to tell clients “no” when she believes they can do better, and how honesty, consistency, and genuine relationships have helped her build a lasting luxury real estate business. If you'd prefer to watch this interview, click here to view on YouTube! Frances Katzen can be reached at 212.350.8575 and fkatzen@elliman.com. This episode is brought to you by RealGeeks and Courted.io.

Short and SweetJake White used to spam school principals because the program was worth it. Then he stopped outbound marketing cold turkey, started showing up at the two conferences where his buyers actually gather, and watched Vive18 triple three years running.In this episode, Jake walks through the whole system: how he found the right room (he asked his favorite client), why he pays to sponsor events he used to get paid to speak at, and the form-to-CRM follow-up that turns a 20-second elevator pitch into a qualified lead. Plus why he refuses to take business cards.Full Show NotesMost speakers treat sponsor booths like the candy aisle. Grab a pen, maybe enter a raffle, keep walking.Jake White, co-founder of Vive18, turned that aisle into his entire new-business engine. Vive18 helps young people have fun and feel good without drugs and alcohol, serving K-12 schools with speaking, trainings, events, and curriculum. A few years ago Jake dropped outbound marketing completely and put everything into conferences. Referrals and repeat clients aside, it's now the only marketing they do.This isn't a "just buy a booth" episode. It's a system. Find the room, earn your way in, and have follow-up ready before the first conversation happens.What we get intoUsing Claude and the CRM to reconnect with every past client, and why Jake stopped "checking in"The question that found his best conference: asking his favorite client where they hang outDeciding when to pay to be in the room, and doing the math on what a client is worthWhy he won't take business cards, and the vive18.com/intro form that replaces themTalking to the content team before the marketing team, and how that turned a booth into workshops and a keynoteLearning your buyer's boss's language so you understand their measurables better than they doLeading with curiosity instead of a pitch, and why that makes you a better speaker too

A box of donuts might be remembered for a day. A referral relationship takes a lot more work. In this episode of Home Health Revealed, Hannah Vale talks with John Dalton, founder and president of Optimum RTS, about what helps home health sales teams earn trust and grow. John shares how reps can help referral sources recognize the right patient, ask better questions, follow through on what they promise, and confidently ask for the referral. They also get into the leadership side of sales: hiring and coaching reps, planning territories, measuring conversations that move business forward, and building a culture where sales and clinical teams can work together. If your team is busy making calls but you're unsure which activities are leading somewhere, this conversation is for you. Chapters (00:00:02) - Introduction of John Dalton(00:01:05) - Why Donuts and Lunches Don't Build Referral Relationships(00:03:20) - Painting the Picture: Identifying the Right Patient(00:06:50) - What Sales Reps Really Need to Know(00:09:58) - Thinking on Your Feet and Hiring Fresh Talent(00:13:56) - Asking for the Referral and Consultative Selling(00:16:16) - Circle Marketing: The Dr. P Story(00:19:33) - Building Trust Through Listening and Questions(00:21:26) - Interviewing and Onboarding Salespeople(00:25:19) - Sales Metrics: Calls, Meetings, and Referrals(00:27:18) - Territory Management and Avoiding the Jellyfish Approach(00:34:00) - Compensation Structure and Salary Benchmarks(00:37:20) - Separating Clinical, Sales, and Operational Leadership(00:39:58) - Building Company Culture Through Employee Benefits(00:44:25) - Optimum RTS Offerings and Sales Boot Camp(00:46:03) - Who the Boot Camp Serves and Closing Thoughts

In this solo episode of Referrals Done Right, Scott Grates explores what happens when we stop treating every conversation like it needs an agenda. Business conversations can quickly become tactical without us even realizing it. Instead of searching for an opportunity, Scott challenges us to become genuinely curious about the person in front of us.Scott explains why great conversationalists often spend less time talking and more time listening. Thoughtful questions can give people the space to discover their own answers. Remembering what matters to someone can also make them feel valued. In a referral driven business, that kind of attention can become a powerful foundation for trust.In this episode:• Why some of the best conversations have no destination.• How genuine curiosity can create deeper relationships.• Why asking another question can be more powerful than sharing your own story.• The difference between making yourself known and making someone feel known.• How listening and remembering can build the trust behind future referrals.---Scott Grates' Links:The Magnetic Niche - https://mailchi.mp/wonderlabstrategy/findyournicheReferrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local  - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates

You don't need more skill or more hours to double your sales. You need to stop wasting major time on minor things.This is the weekly planning system and time-optimization playbook that took me from $20K to $200K a month in direct sales.Most reps think there are only two ways to sell more: talk to more people or get better at closing.Both are true. Neither is the fastest lever.Time is.In this episode, I break down how to control your week, protect your highest-value hours, and get more production out of the time you're already working.What we cover:• The E3 model: effort, expertise, and efficiency• Big rocks / little rocks weekly planning: Priorities, Prospects, Production• How to reverse-engineer your numbers and why I add a 20% volume buffer• Major time vs. minor time — and the 168-hour self-audit• Why rejection isn't your biggest problem — people wasting your time is• How to disqualify faster instead of trying to sell everyone• Arrival windows and double-booking to create more opportunities• Why most reps give up on referrals right before they start working• The 15-minute daily follow-up habit that added $10K a week• Setting input targets by the hour• The free-time SOP and how the little things compoundThe goal isn't to work more hours.It's to make the hours you're already working worth more.TIMESTAMPS00:00 — The problem you don't know you have00:45 — The E3 model: effort, expertise, efficiency01:30 — Weekly planning: priorities, prospects, production05:30 — Major time vs. minor time06:15 — Stop selling everyone09:30 — Arrival windows and double-booking11:45 — Referrals and follow-up13:30 — The little things that compound15:00 — Get to the point fasterCONNECTInstagram: @nicknsalesYouTube: @nicknsales12 years in door-to-door. Founder of Sparta Solar. I train sales reps and leaders to make more money in less time.New episodes of the Rainmaker Podcast every week.

The recent referral of a former Melbourne-based gynaecologist to the Victorian Civil and Administrative Tribunal raises interesting questions about how seriously regulators are treating allegations of professional misconduct, the intersection or conflict between regulatory tribunal referrals and civil claims, and the role of lawyers operating in this space.  In this episode of The Lawyers Weekly Show, host Jerome Doraisamy welcomes back Arnold Thomas & Becker principal solicitor and head of medical negligence Emily Hart to discuss how busy it has been for medical negligence lawyers in 2026 thus far, proceedings being brought against a former gynaecologist in Melbourne for alleged professional misconduct, the complaints being lodged with Hart's firm about that individual, the difference between a regulatory tribunal referral and a civil claim, if anything prevents concurrent proceedings, whether one proceeding could or would adversely impact the other, why individual claims can be preferable to a class action, how seriously regulators are treating tribunal referrals right now, and what the implications are for medical negligence lawyers moving forward. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, X and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au

Title: 39 Referrals… But That Wasn't the Best Part Host: Michael J. Maher Guest: Brenda Conyn, REALTOR® | Cedar Rapids, Iowa Description: What could happen if you stopped thinking about hosting an event…and finally just did one? In this episode of Referrals Podcast, Michael J. Maher sits down with Brenda Conyn to talk about the very first event she ever hosted; a Thanksgiving Pie Day. Brenda had recently moved to a new community, had a very small local database, and was determined to build her business differently. Instead of relying on paid leads from paid sites, she decided to put the Event Mastery system to work. She mailed approximately 350 invitations, partnered with six sponsors, welcomed 22 attendees (more than half of whom she had never met before) and generated 39 total referrals. Pretty incredible for a first event. But that's not even the best part. After the event, Brenda had a few leftover pies. She delivered the final one to her doctor's office, introduced herself to the woman behind the desk and casually mentioned that she was a Realtor. Her response? "You're a Realtor? I need a Realtor!" Days later, Brenda was showing her a condo. An offer followed and that unexpected connection became Brenda's first closed client in her new community. Michael and Brenda break down exactly how she planned the event, generated referrals for her sponsors before the event even began, incorporated generosity into the experience and overcame the fear that had kept her from hosting events for years. And perhaps most importantly, Brenda shares what changed after she finally did it: her confidence. If you've ever thought, "I want to host an event, but I don't know where to start," Brenda's story may be exactly the push you need. (7L) Referral Strategy: Event Mastery, Pie Day Event Special Offer: Event Mastery – The Great Pie Day Giveaway Edition Ready to create your own Pie Day success story?  Event Mastery: The Great Pie Day Giveaway Edition begins October 13th. Michael and the Event Mastery team will walk you through the system for creating a memorable Thanksgiving Pie Day event designed to deepen relationships, appreciate your database, generate referrals and create opportunities for your sponsors. Whether this will be your first event or your fiftieth, you'll have a step-by-step system to help you plan it, promote it, execute it and follow up afterward. Learn more and register at ReferralMasteryAcademy.com

At the foundation of my referral methodology is one simple belief: you should not have to compromise who you are or your relationships to grow your business by referrals.   In this episode, I unpack why that philosophy matters and why I believe the way you generate referrals should allow you to feel both comfortable and confident.   You can protect your relationships, stay true to yourself, and still build a referral-generating business.   Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/432

Referrals aren't won through persuasion—they're earned through belief. In this episode, Frank Agin breaks down the four qualities of highly referrable people: being real, engaging, passionate, and optimistic. Discover how these traits help you build trust, stand out in a crowded marketplace, and become someone others naturally want to recommend. For more insight on professional relationships, business networking, and generating referrals, contact Frank Agin at frankagin@amspirit.com. Through AmSpirit Business Connections, entrepreneurs and professionals grow their business through word of mouth and strong relationships—building reputation, strengthening marketing, and increasing sales.

AI is moving fast—and for financial advisors, the conversation can't just be about what these tools can do. It also needs to include what they can access, where your data is going, and whether what's actually happening inside your business matches what your compliance documents say. In this episode, I'm joined by Hugh from T2M Works to unpack the concept of “shadow AI,” the hidden risks that can come with rapidly adopting new technology, and how advisors can build an AI-ready foundation without sacrificing all of the incredible efficiency these tools can create.In this episode you will learn:What “shadow AI” is and how it can quietly make its way into your business without proper visibility or governance.Why understanding what your AI can access—and the quality of the data it's using—is critical to getting trustworthy results.How to identify gaps between your compliance policies and what your technology is actually doing behind the scenes.How a strong technology foundation can help you safely connect your existing tools and get more from the tech you're already paying for.The goal isn't to close the gate on AI—it's to create a smarter path for using it. Hugh shares how advisors can establish the right governance and data foundation first, then confidently layer on AI, automation, and integrations to eliminate busywork and make their businesses more efficient. As Hugh puts it: foundation first, agent second.Register for The Advisor Tech Stack Tune Up Event with T2M Works HERE! Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about our sponsor BELAY for amazing virtual assistant services HERE!   Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of the Essential Wellness Podcast, Aisha Harley welcomed doTERRA leaders Claudine Annis and Lori Lishan for a practical conversation about getting more value from your doTERRA membership. They explored ordering options, rewards, free products, discounts, and ways to earn doTERRA dollars through referrals. Claudine and Lori broke down the difference between standard orders and rewards orders, sharing simple strategies for saving on products while building a wellness routine that fits your needs. They also highlighted current promotions, limited-time products, and ways members can take advantage of bundles and monthly offers. The conversation also turned to Imagine Convention 2026, upcoming watch parties, fall tours, live events, and the excitement surrounding new product announcements. Throughout the episode, the hosts emphasized that membership is about more than savings—it's also about community, education, and sharing wellness solutions with others.

In this LoanOfficerPodcast.com episode the host Chris Johnstone sits down with Phoebe Jaeckels, a mortgage professional with more than 30 years of experience across real estate and mortgage lending. Phoebe shares how she built a referral-driven mortgage business through deep mortgage expertise, strong Realtor relationships, exceptional communication, and a commitment to solving problems. In this episode, you'll learn: How Phoebe builds a referral based mortgage business through realtors and past clients •⁠  ⁠How she turns client relationships into long term realtor referrals and repeat business •⁠  ⁠How strong communication, product knowledge, and closing deals create loyal referral partners If you enjoyed this episode, subscribe to LoanOfficerPodcast.com, share it with another mortgage professional, and leave us a 5-star review

Episode 163: This week, Kyle Van Pelt talks with Megan Carpenter, CEO and Co-Founder at Ficomm Partners. Megan entered the industry through a college internship and started her own marketing consultancy at 29 before co-founding Ficomm with Jason Lahita. She has since refocused the firm exclusively on RIAs, working as an embedded growth partner that pairs marketing strategy with advisor coaching. Kyle and Megan explore what Ficomm's research reveals about the path from referral to hired advisor. Megan shares why the wealthiest investors turned out to be the least referral-reliant segment surveyed, and how younger investors now use four or more touchpoints before reaching out. They discuss the "referral-only" website approach, why the prospect experience begins long before the first meeting, and how advisors can create content that fits them and still reach clients where they are. Megan also examines AI discovery and why she sees marketing becoming a leadership responsibility. In this episode: (00:00) - Intro (02:08) - Megan's money moment (04:26) - How Ficomm evolved from PR firm to embedded growth partner (08:15) - Finding your niche as your business evolves (13:45) - What research reveals about how investors find advisors (19:10) - Building trust after the referral (21:29) - Does the "referral-only" website still work? (25:22) - The overlooked opportunity in serving the mass affluent (26:46) - Starting the client experience before the first meeting (30:32) - Creating content that fits you and your ideal clients (34:58) - How AI tools are changing advisor discovery (39:01) - Megan's outlook on the future of the wealth management industry (41:32) - Megan's Milemarker Minute Key Takeaways Referrals get you on the list, not the client. Megan's research suggests prospects often investigate an advisor before ever making contact. Your website and content need to reinforce the recommendation and demonstrate whom you understand and serve. Define your ideal client, but leave room to evolve. Early-stage businesses often need to work with the clients they can attract. The goal is to build around shared values, strong relationships, and the people you can genuinely serve well, then narrow your focus as the business matures. The prospect experience is part of the client experience. Nearly three-quarters of investors surveyed chose an advisor who demonstrated an understanding of their specific needs. Show that understanding in your messaging and first touchpoints, not just after the engagement letter is signed. Build a growth engine that fits who you are. Match your clients' preferred channels with your team's strengths. Megan uses conversations and speaking engagements as source material that her team repurposes, without requiring her to become an active personal social media publisher. Quotes "Referrals really get you onto the list, but don't necessarily get you the client. What's changed is not necessarily the value of the referral, but what happens immediately following the referral." ~ Megan Carpenter "Contrary to what the industry thinks, the wealthiest investors are actually the least referral-reliant segment that we surveyed." ~ Megan Carpenter "All AI is really doing is collapsing the gap between being findable and being worth finding." ~ Megan Carpenter “The firms that win will have marketing at the leadership table, not in a support role.” ~ Megan Carpenter Links  Megan Carpenter on LinkedIn Ficomm Partners The New Growth Equation Jason Lahita Goldman Sachs BlackRock Absolute Engagement Julie Littlechild Michael Kitces James Conole Beautiful Chaos by Jessica Urlichs Harry Potter Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

If you want to create an absolute avalanche of free deals, you must build a bulletproof referral network. In this episode, Brent Daniels brings you inside his actual day-to-day business to listen to his live, unscripted cold calls with real estate agents.Brent demonstrates the exact framework you need to build a roster of 30 go-to agents who will send you their distressed properties before they ever hit the MLS. You will learn the specific questions to ask an agent when inquiring about an ugly listing, how to handle the (we already have an investor objection), and why you should absolutely never automate your follow-up with realtors. Brent even breaks down how one of his students generated $1.7M in assignment fees purely from agent referrals, without ever stepping foot in a single house. Be a part of the TTP training program now.---------Show notes:(0:00) Beginning of today's episode(0:55) The massive profitability of building a 30-agent referral network(2:10) Live Call #1 - How to pitch yourself to a veteran agent who already has a buyer's list(4:12) The exact script to use when an agent says their investors are tied up on other projects(6:18) Live Call #2 - How to squeeze a backup offer into a competitive deal(8:47) Why property owners with hoarder houses prefer private cash sales over MLS listings(10:18) Live Call #3 - Identifying an agent who flips their own distressed leads(15:20) Live Call #4 - Checking in on wiggly contracts and asking to be the backup buyer(18:16) Why 80% of all your lead follow-up will be leaving voicemails and text messages(19:01) Live Call #5 - Networking with an agent who actively flips and wholesales----------Resources: Wholesalinglaunch.comTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeWant to know how top real estate wholesalers and investors are finding and closing deals in today's market?Join Brent Daniels, Todd Toback, Logan Fullmer, Gal Shmukler, Ryan Zolin, Brandon Jarvela and Brian North LIVE in Phoenix, October 8–9. Learn what's working now with MLS deals, novations, title deals, multifamily, raising capital, sales and negotiation.Seats are limited! Reserve yours before they're gone: https://www.wincsuperstarretreat.com/

Realtor relationships can become one of the strongest sources of long-term business for a loan officer, but sending the same generic pitch to every agent isn't going to make you stand out.In this training, Ace breaks down how loan officers can take a more targeted approach to building Realtor referral relationships.Instead of immediately asking an agent to “give you a shot,” start by figuring out what actually matters to that specific Realtor. Research their business, understand where they're trying to grow, identify what they need, and build your approach around value you can genuinely provide.Ace walks through two strategies and explains how he would research a potential Realtor partner, develop a customized pitch, earn their trust with an initial opportunity, and turn that into a long-term referral relationship.If you're a loan officer looking to generate more Realtor referrals, build stronger referral partnerships, and create a consistent source of purchase mortgage business, start by making your approach specific to the person you're trying to reach.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

In this episode of Referrals Done Right, Scott Grates sits down with Imelda Mendoza to talk about the mindset behind nearly 14 years of building her insurance agency. Imelda shares how competition and consistent action helped her build from the ground up. She also explains how her parents shaped the belief that she could figure things out along the way.The conversation explores leadership, execution, and learning to embrace failure. Imelda shares why accountability can be an act of love and why adaptability is critical for a winning team. She also opens up about gratitude and discipline in her personal life. Her approach is built around making the most of every opportunity while helping the people around her win.In This Episode:• How Imelda built her agency from scratch through action and consistent tracking.• Why gratitude and perspective have shaped her approach to business and family.• How honest accountability can help your team win beyond the workplace.• Why execution at 70 percent can be better than waiting for perfection.• How learning to fail fast can help salespeople overcome the fear of rejection.---Imelda Mendoza's Links:FB - https://www.facebook.com/imeldamendoza.sfIG - https://www.instagram.com/imeldabb87---Scott Grates' Links:Referrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local  - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates

In this impactful episode, Mark Hayward delves into the intricacies of successful networking practices that transform business landscapes. Drawing from his wealth of experience, Mark guides listeners through building meaningful relationships that lead to substantial business growth, emphasizing that one well-nurtured relationship can outshine numerous cold contacts.With a focus on key concepts like "referral partners" and "super connectors," Mark Hayward delivers a masterclass on networking strategies that prioritize authentic connections over transactional interactions. Throughout this episode, Mark lays out the fundamentals of developing relationships by connecting with potential partners on a personal level, offering value first, and understanding the powerful role of vulnerability. Emphasizing the importance of follow-up and clear messaging, he underscores how knowing and articulating one's pitch effectively enables easier referrals. Mark's approach addresses common networking pitfalls and positions listeners to leverage networks for sustained growth by aligning with industry influencers and understanding competitor landscapes.SPONSORCEO Friend: A tool for competitor analysis that aids in strategic decision-making and growth planning. Go to link https://bit.ly/4vkeNXQAnd go to a free month trial on  https://bit.ly/4eKb15o Key Takeaways:Building genuine relationships with referral partners and super connectors can dramatically enhance business prospects.Authenticity and genuine interest in others are crucial in creating effective networking connections.Utilize a platform, such as a podcast or YouTube channel, to establish and strengthen professional connections.Follow-up is crucial—remembering personal details and maintaining consistent contact can set you apart.Regularly evaluate networking groups to determine their potential impact on business growth.Engage with this enlightening episode to transform your approach to networking and realize its profound impact on your entrepreneurial journey. Stay tuned for more insights and strategies from Mark Hayward in upcoming episodes.Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you're a financial advisor who knows you need to get more off your plate but keeps thinking, “It's just faster if I do it myself,” this episode is for you. I'm breaking down Gary Vaynerchuk's 15-80-5 framework, a simple approach that lets you maintain ownership of the vision without owning every step of the execution.In this episode you will learn:How the 15-80-5 framework can help you delegate projects without sacrificing quality.Why spending more time communicating your vision upfront can prevent delegation breakdowns.How stepping out of the middle 80% helps your team develop ownership, judgment, and confidence.Why “different” doesn't necessarily mean “wrong”—and how accepting that can make you a better leader.The goal of delegation isn't to lower your standards. It's to build a business capable of meeting those standards without requiring your involvement in every tiny detail. The 15-80-5 framework gives you a practical way to provide clarity, give your team room to execute, and still ensure the finished product meets your expectations—so you can stop being the person everyone is waiting on.Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Law firms spend enormous amounts of time and money winning new clients, then often overlook the relationships they have already built. In episode 636 of the Lawyerist Podcast, Stephanie Everett talks with EJ Stern and Katherine Wilson about how intentional client nurturing can lead to stronger relationships, repeat business, and more referrals.  EJ and Katherine explain why clients can quietly disappear when firms stop staying connected, why asking for feedback can strengthen rather than threaten a relationship, and how lawyers can move beyond being the person clients call with one legal problem to becoming a trusted advisor they call about everything else.  They also share practical ways to stay top of mind, from LinkedIn and personal check-ins to thoughtful gifts, memorable experiences, and small gestures that show you actually know the person behind the matter. As AI-generated communication becomes easier to produce, authentic human connection may become even more valuable.  If your firm is constantly focused on finding the next client, this conversation is a reminder that some of your best growth opportunities may already know, like, and trust you.  Listen to the previous episodes of our Client Retention, Referral Growth & Relationship Building.  #609: Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett Apple | Spotify | LTN  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #526: LinkedIn Mastery: Grow Your Law Firm NOW!, with Matthew Hunt Apple | Spotify | LTN  #424: How to Get Great Feedback from Clients, with Ashley Steckler Apple | Spotify | LTN  #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN  Links from the episode:  https://smith.ai/  8am Kaleidoscope: https://www.8am.com/events/kaleidoscope/  Fractional Law Firm CMO  Fractional Law Firm CMO on LinkedIn  EJ Stern on LinkedIn  Katherine Wilson on LinkedIn  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps   00:00 – Introduction  01:16 – Getting More From Conferences  03:02 – AI in Law Firms  06:39 – AI for Client Intake  08:15 – Intake Is a Sales Funnel  11:19 – Fixing Intake Leaks  13:22 – AI for Sales and Intake  14:53 – Meet EJ Stern & Katherine Wilson  15:36 – Why Client Retention Gets Overlooked  16:19 – Turning Clients Into Referrals  17:47 – Why Lawyers Avoid Feedback  21:01 – Why Client Experience Matters  21:54 – Becoming a Trusted Advisor  22:54 – How to Ask for Client Feedback  24:33 – Staying Top of Mind  25:27 – Building Client Loyalty  26:50 – Past Clients and Referral Sources  28:41 – Creative Client Gifts  32:22 – Human Connection in the Age of AI  34:50 – Invest in Existing Clients  35:21 – Building Long-Term Client Relationships  36:11 – Marketing Is Like the Gym  37:13 – LinkedIn and Staying Top of Mind  38:00 – Keep Repeating Your Message  38:21 – Closing Thoughts   

Getting the deal closed doesn't earn referrals. The small details in your client experience do, and most agents skip them. Matt and Garrett explain why "job done" is only the baseline in real estate, and where agents can stand out without adding much work. We get into how your emails, texts, and calls come across, and why a mistake handled well can create your biggest fan. They also look at a pre-listing packet that wins listings before the appointment, and who property descriptions are really written for. You'll leave with a simple plan: pick one detail and improve it this week.

Business systems are what separate a great idea from a business that can grow beyond its founder. A concept may work brilliantly in one location with the right people, the right customers, and the founder closely involved. The bigger test comes when that same experience has to work in another location, another market, or another country. That challenge becomes even more significant when the customer experience depends heavily on people. Processes can be documented, technology can be standardized, and performance can be measured, but culture, service, and human connection are harder to replicate. Pete Hull has experienced that challenge firsthand. As Founder and CEO of Fitstop, he has helped grow a fitness concept that began in his parents' garage in Australia into a global brand with more than 170 locations across Australia, New Zealand, Singapore, and the United States. Fitstop's growth provides a useful example of how business systems can support expansion without removing the human elements that made the original concept successful. It also demonstrates why sustainable growth requires more than simply duplicating what worked once. Turn What Works Into a Repeatable System Pete's path to entrepreneurship began long before Fitstop became an international franchise. After two knee reconstructions ended his pursuit of becoming a professional motocross athlete, he moved into coaching and became deeply interested in strength and conditioning, human performance, and helping people make measurable progress. Eventually, Pete began considering how he could take the benefits of one-on-one coaching and create something that could serve more people. The challenge was not simply putting more people into the same workout. He wanted to preserve the progressive nature of athletic training while creating a model that could work in a group environment. That distinction matters in almost every industry. Scaling effectively requires identifying what actually produces the result for the customer and building business systems around those elements. For Fitstop, that meant developing a centralized training methodology rather than allowing every location or coach to independently decide what the customer experience should look like. Studios operate from the same underlying programming, while individual owners and coaches can still bring their personalities and energy to the local community. Pete described the balance simply: "Your vibe attracts your tribe." That balance between standardization and personalization is one of the more difficult parts of building a multi-location business. Too much variation can weaken the brand. Too much standardization can make the experience feel disconnected from the local market. Strong business systems establish the non-negotiables while creating room for people to deliver those standards authentically. Build Systems Around the Customer Experience Operational consistency matters, but consistency alone does not create customer loyalty. A business also needs to understand what keeps customers engaged and what ultimately produces the outcome they came for. Pete's approach starts with the member experience. He explained that the fundamental responsibility of a gym, personal trainer, or fitness business is to serve its members by helping them achieve their goals. Fitstop's systems were built around that objective rather than around simply getting people through a workout. The company's group training model deliberately creates interaction among members. People train together, support one another, push each other, and celebrate progress together. Pete describes the formula as combining the science of strength and conditioning with "the art of human connection." That connection becomes part of the business model rather than something the company hopes will happen organically. Fitstop also tracks progress and gives members milestones to pursue. Members advance through statuses based on participation, testing is incorporated into programming, results can be logged in the company's app, and achievements are celebrated inside the studio. Those systems do more than encourage participation. They create opportunities for customers to recognize their own progress. Progress can be one of the most powerful forms of customer retention. When customers can see evidence that the product or service is helping them move toward something they value, they have a compelling reason to continue. That satisfaction can also become a growth engine. Pete talks about creating "raving fans" who naturally promote the business because they are proud of what they have accomplished. Fitstop supports that behavior with a referral model that allows members to invite friends into the experience. The broader business principle applies well beyond fitness. Referrals become much easier when customers have a result worth talking about. Protect the System as the Business Grows Business systems become increasingly important as an organization adds locations and moves farther away from the founder's direct oversight. Fitstop began franchising in 2017 after Pete and his wife had self-funded the first two studios. Pete had been transparent with his managers about the financials, the direction of the business, and what they were trying to build. When managers wanted to buy the studios, it helped propel Pete into franchising. The model eventually expanded internationally. New Zealand provided an important test because Fitstop had to launch during a period when the team could not simply travel there and manage everything in person. The circumstances forced the company to improve onboarding, presales, coaching education, and other systems that could be delivered remotely. That experience demonstrated something important about scalability: if a business requires the founder or corporate team to physically solve every problem, it has not truly built a scalable system. International growth increased the stakes even further. Fitstop needed enough consistency that members could recognize the brand while still allowing local operators to build relationships within their own communities. This is where franchising creates both an opportunity and a challenge. Franchisees are business owners, and strong owners will inevitably have ideas. But allowing every operator to independently change the model can quickly erode the consistency that gives the brand its value. Pete's philosophy for handling that tension is captured in another memorable phrase: "We're curious, not furious." Instead of immediately rejecting an idea, his team asks questions and looks at the data. Fitstop can compare performance across studios and examine what its strongest operators are doing. If an idea has merit, it can move through the Franchise Advisory Council and potentially become a pilot program. Successful ideas can then be introduced more broadly. Pete summarized the approach another way when describing how he responds to changes that may be premature: "I'm not saying no, I'm just saying not right now." This creates a path for innovation without turning the franchise system into more than 170 independent experiments. Use Data to Strengthen Business Systems As an organization grows, intuition becomes less reliable as the primary management tool. Leaders need visibility into what is happening across the business. Pete describes Fitstop as a highly data-driven organization. The company uses performance information to support franchisees, compare locations, evaluate ideas, and identify where an operator may need additional support. Technology and AI are increasingly part of that infrastructure. Pete specifically points to Claude as a tool Fitstop uses for business modeling, financial modeling, and evaluating studio performance. The company also has systems that allow it to monitor planning, statistics, and other performance indicators across the network. The technology, however, does not eliminate the need for human observation. Pete says he blocks out time to look at studio social media because even a short story can provide clues about the culture inside a location. Fitstop's business performance coaches also conduct annual health checks that include studio visits, financial audits, and planning reviews. That combination is important. Dashboards can tell leaders what is happening numerically, but they may not fully explain why it is happening. The best business systems create visibility at both levels. Leaders need quantitative measures that reveal trends and qualitative signals that show what customers and employees are actually experiencing. As Pete noted, people who are progressing tend to be happier and more motivated. When performance begins moving backward, whether in fitness or business, intervention may be needed. Consistency Creates the Foundation for Growth There is a temptation to associate business growth with constant innovation. New markets, new products, new campaigns, and new strategies are exciting. Yet much of sustainable growth comes from doing the fundamentals exceptionally well and repeating them. That philosophy is evident in Pete's approach to both business and personal performance. When asked about his own routines, he did not point to an elaborate productivity system or unusual high-performance ritual. Instead, he emphasized a stable lifestyle built around basics such as sleep, nutrition, hydration, training, and physical activity. "Do the basics really, really well, but just keep showing up and be consistent with it." The same principle applies to organizations. A company does not become scalable because it documented a few procedures. Business systems have to become part of how the organization operates every day. People need to understand the standards, follow them, measure the results, and improve them when the evidence supports a change. Consistency is especially important when the company is expanding into new markets. Customers should not have to wonder whether the experience they receive depends entirely on which location they happen to visit. At the same time, consistency should not eliminate humanity. Pete's approach to Fitstop illustrates how a company can globalize the underlying brand and methodology while allowing local owners and coaches to build meaningful relationships in their communities. That may ultimately be one of the most important lessons for any leader trying to turn an idea into a larger organization. Growth does not require removing people from the equation. It requires building business systems that help people consistently deliver what made the idea valuable in the first place. Watch the full episode on YouTube. Join Fordify LIVE every Wednesday at 11 a.m. Central across your favorite social media platforms and catch the replay on The Business Growth Show Podcast for more conversations with today's leading business experts, entrepreneurs, and growth-minded leaders. About Pete Hull Pete Hull is the Founder and CEO of Fitstop, a global functional strength and conditioning brand with more than 170 locations across Australia, New Zealand, Singapore, and the United States. Pete's journey into the fitness industry began after two serious injuries ended his pursuit of becoming a professional motocross athlete. His rehabilitation sparked a passion for strength and conditioning, human performance, and helping people make measurable progress. That passion eventually led him to create a training model that brought structured programming, progressive training, and real coaching to everyday athletes. What began in his parents' garage in Australia grew into Fitstop, a franchise brand built around consistent business systems, a strong member experience, and genuine human connection. Today, Pete continues to lead Fitstop's global growth while maintaining the training methodology, culture, and community at the heart of the brand. About Ford Saeks Ford Saeks is a Business Growth Accelerator who has generated more than a billion dollars in sales worldwide by helping businesses attract loyal customers, increase visibility, and accelerate growth. As President and CEO of Prime Concepts Group, Inc., Ford has founded more than ten companies, authored eleven books, earned three U.S. patents, and advised organizations ranging from startups to Fortune 500 companies. A recognized expert in business growth, customer acquisition, leadership, franchising, marketing, and AI-driven business strategies, Ford helps business owners and leaders identify opportunities, improve performance, and achieve sustainable results. Learn more at ProfitRichResults.com and watch Fordify LIVE at Fordify.tv.

Send us Fan MailOnline marketing works — LinkedIn, Google, and AI visibility all matter. But think about the last time someone actually referred you a client. Chances are it didn't happen because of a post — it happened because you crossed paths with them in a room: a conference, a committee meeting, a case worked side by side. That kind of trust gets built in rooms, not feeds, and it's a side of growing a practice almost nobody talks about. In this episode, Sylvia Garibaldi covers four offline strategies to add alongside your online marketing, not instead of it: getting involved in a bar or professional association committee, teaching a CLE or CE course to your peers, getting picked to judge or sit on an arbitration panel, and the question everyone wonders about but rarely asks out loud — are awards like Best Lawyer or Super Lawyer actually worth paying for? Sylvia breaks down why each of these builds a different, harder-to-fake kind of credibility, how long each one realistically takes to pay off, and where to start if the idea feels intimidating. She also shares her honest take on rankings and awards — including a surprising new reason they matter in the age of AI-driven recommendations. If your online marketing is working but you're wondering what else is out there, this episode is for you.What you'll learn: 01:40 Online Works but Offline Wins Too03:31 Bar Committees for Referrals08:44 Teach CLEs to Peers12:33 Judging and Panel Roles16:14 Awards Rankings and AI21:21 Pick One and StartResources:Feeling stuck about how to grow your practice, book a free strategy call here.#136 The 4 Recommendation Engines That Grow Your Practice (Part 2: Your Professional Network) #130 The Divorce Referral Web: How To Get Referrals From Your Client's Entire Team #113 How Mediators Can Get Consistent Referrals from LawyersClick here and don't forget to hit the "Follow" button so you never miss a new episode!Download Free Guide: How Lawyers and Mediators Can Attract More Ideal ClientsWant more insights like this?  Sign up for our newsletter.Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on LinkedInJoin our online communitySubscribe to my YouTube channel  

Welcome to Wholesale Hotline Podcast (Wholesaling Inc Edition), where Brent brings unmatched energy and no-BS strategies straight from his own real-world wholesaling business to help you crush it in yours.Join the #1 community for wholesalers: www.wholesalinglaunch.com Show notes -- in this episode we'll cover:Master cold calling, lead generation, and sales scripts to consistently close deals.You'll learn the latest on the most cutting-edge techniques—like PPC, texting, and automated follow-up systems.Learn how to build confidence, overcome objections, and dominate your local market.Brent shows how talking to people is the fastest, most direct path to wholesale success.Real-life case studies, role plays, and mindset shifts that turn hustle into high income.Please give us a rating and let us know how we are doing!➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖☎️ Welcome to Wholesale Hotline & TTP Breakout

Austin shares his thoughts on the two types of job referrals you may encounter and which one you should be focusing on!Time Stamped Show Notes:[0:25] - The Two Types Of Job Referrals[1:02] - The “One-And-Done” referral[2:51] - The “Advocate” referral[3:52] - It takes time and effort to get an advocate, but it's totally worth it![4:32] - OK, so how do I get an advocate?Want To Level Up Your Job Search?Click here to learn more about 1:1 career coaching to help you land your dream job without applying online.Check out Austin's courses and, as a thank you for listening to the show, use the code PODCAST to get 5% off any digital course:The Interview Preparation System - Austin's proven, all-in-one process for turning your next job interview into a job offer.Value Validation Project Starter Kit - Everything you need to create a job-winning VVP that will blow hiring managers away and set you apart from the competition.No Experience, No Problem - Austin's proven framework for building the skills and experience you need to break into a new industry (even if you have *zero* experience right now).Try Austin's Job Search ToolsResyBuild.io - Build a beautiful, job-winning resume in minutes.ResyMatch.io - Score your resume vs. your target job description and get feedback.ResyBullet.io - Learn how to write attention grabbing resume bullets.Mailscoop.io - Find anyone's professional email in seconds.Connect with Austin for daily job search content:Cultivated CultureLinkedInTwitterThanks for listening!

Title: How One Pie Day Generated 45 Referrals Host: Michael J. Maher Guest: Brenda Miertschin, Associate Broker with eXp Realty in Arizona Description: What happens when you stop overthinking, stop trying to reinvent the wheel, and simply follow a proven system? In this episode of Referrals Podcast, Michael J. Maher sits down with Brenda Miertschin to break down how she used the Event Mastery system to turn a Thanksgiving Pie Day into an incredible referral-generating event. Brenda had taken Event Mastery before, but like many agents, she felt overwhelmed and never fully implemented what she learned. This time, she committed to the process, hired a coach, followed the system, and kept things simple. The results were remarkable. Brenda welcomed 65 attendees, generated 32 outgoing referrals for her six sponsor partners, and received 13 real estate referrals for herself.  That's a total of 45 referrals connected to one event. You'll hear how Brenda selected the right sponsors, why she believes coaching made such a difference, how she tracked her results, and why she says events are now one of the simplest and most enjoyable ways to stay connected with her sphere.   If you've ever wanted to host a client event but felt overwhelmed, Brenda's story is proof that you don't have to create something complicated. Sometimes the best strategy is simply to follow the system that already works. (7L) Referral Strategy and Podcast Topics: Event Mastery, Pie Day Special Offer: Ready to create your own referral-generating event? Visit EventMastery.com to learn more about Event Mastery and discover the step-by-step system for planning, promoting, executing, and following up on events that build relationships and generate referrals at your own Pie Day event the week of Thanksgiving. Michael will walk you through week by week how to execute this referral generating event.

We have another rerun for you today and this one is a good one!! In this episode of The Level Up Podcast, Taylor Petrinovich and Kelley Gilster sit down with Skylar Ball to share the exact strategies that helped him break through pricing plateaus and start booking luxury weddings.If you've ever felt stuck at the $5,000 mark or struggled to make the leap to five-figure bookings, this episode is for you. Skylar opens up about his journey from starting during COVID to landing high-end clients—proving that mindset shifts, strategic networking, and the right business moves can make all the difference.We're diving into how to:- Stop playing small with your pricing and own your worth.- Build relationships that position you as a premium vendor.- Maintain work-life balance while scaling your business.- Tap into new markets and make your brand irresistible to luxury clients.Whether you're a seasoned pro or just starting to think about leveling up, this episode is packed with actionable insights to help you book higher-paying clients without burning out.

Are you networking like crazy but still not seeing the referrals you want?   In this episode, I'm talking with South Florida real estate attorney Angelique Thomas about what happened when she returned to Florida and had to rebuild her professional network from scratch.   Angelique shares how one simple shift helped her turn introductions into relationships and ultimately generated 14 referrals through Your Next Five Referrals, while continuing to build momentum in the BRB coaching program.   Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/431

Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (and maybe a little head trash). In this episode, I'm joined by Jacqueline Bradley and Ben from MindShift Financial Coaching to unpack what it actually looks like to move from “working for hope” to confidently charging for the value you provide. We're talking pricing, positioning, separating planning from AUM, communicating your value, and even how to approach existing clients when you've been providing planning for free.In this episode you will learn:How to determine what to charge for financial planning without overcomplicating your pricing.How to clearly separate financial planning from investment management and other transactional services.How to communicate your planning charge with confidence and position the value beyond the financial plan itself.How to begin introducing planning charges to prospects and existing clients without changing your entire business model overnight.If charging for financial planning has been on your mind, this episode will give you practical language, a new way to think about your value, and some simple first steps to get started. And if you're ready for more support, MindShift Financial Coaching offers both a self-paced Financial Planning School and a live cohort beginning October 21st. Efficient Advisor listeners can receive 10% off either option—head to the show notes or visit the Resources page at theefficientadvisor.com for all the details.If you want to learn more about Mindshift and take advantage of the 10% discount: Check it out HERE and use code: LIBBY at check out!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Everybody wants more visibility—more followers, more views, more reach, and more people discovering their business. But what happens after they find you? In this episode of Social Media Decoded, visibility strategist and Thames Media Solutions founder Michelle Thames challenges entrepreneurs to stop thinking only about getting more attention and start thinking about where that attention is going. Because visibility without a next step is just attention. If 10,000 new people discovered your business today, would they know what to do next? Could they join your email list? Book a strategy call? Join your membership? Attend your event? Buy your product? Start a conversation? Or would they simply consume your content and keep scrolling? Michelle breaks down how to build a visibility ecosystem that turns attention into relationships, opportunities, community, and revenue. In This Episode, You'll Learn: Why more visibility isn't always the solution to your marketing problem The difference between attention and intentional visibility Why going viral doesn't automatically create revenue What should happen after someone discovers your content Why every business needs a clear destination for its visibility How to choose the right call to action based on your content Why your email list, events, membership, products, services, and conversations should work together How to build a customer journey instead of collecting followers Why content should be the entrance to your ecosystem—not the entire strategy How Michelle is applying this strategy while building Connected & Paid and Connected & Paid Live Why in-person events can deepen relationships that started online How community can become part of your business growth strategy Why proximity, introductions, conversations, and relationships matter in an AI-driven world How to connect social media, email, podcasting, events, offers, and community Why follower count doesn't necessarily equal business strength The five questions to ask when auditing your visibility ecosystem Visibility Without a Next Step Is Just Attention A Reel can get 20,000 views. A post can go viral. A speaking engagement can put you in front of hundreds of people. But if those people don't know where to go next, much of that attention disappears. Visibility creates the opportunity. Strategy builds the bridge. Instead of only asking, “How can I get more people to see me?” Michelle encourages entrepreneurs to ask: “What do I want people to do after they see me?” That's where visibility starts becoming a business strategy. You Need a Destination Your destination doesn't have to be the same for every piece of content. Depending on your business, the next step could be: Joining your email list Booking a strategy call Entering your membership Registering for an event Purchasing a product Listening to your podcast Starting a conversation The goal isn't to give your audience ten different calls to action at once. It's to create a logical next step based on where they are in the relationship with you. Content Gets Attention. Your Ecosystem Does the Rest. Your social media shouldn't exist separately from your email. Your email shouldn't exist separately from your offers. Your podcast shouldn't exist separately from your events. Your events shouldn't exist separately from your community. Instead, think about the journey: Content → Conversation → Relationship → Community → Opportunity → Revenue Someone might discover you through a Reel. That Reel could lead them to your podcast. Your podcast could lead them to your email list. Your email could invite them to an event. The event could create a relationship. That relationship could eventually lead to a client, collaboration, referral, partnership, or another opportunity you couldn't have predicted. That's an ecosystem. Building Connected & Paid Live Michelle also takes listeners behind the scenes of how she's thinking about Connected & Paid Live. Rather than simply trying to sell event tickets, she's intentionally building a room where women can create relationships, make introductions, have meaningful conversations, and discover new opportunities. From speaker announcements to preview calls, podcast episodes, community conversations, and event content, each piece is designed to help people understand the vision behind the room and decide whether they want to become part of it. Because sometimes the most valuable thing that happens at an event isn't what happens on the stage. It's meeting the person sitting next to you. Your 5-Question Visibility Audit Ask yourself: 1. Where are people discovering me? Social media? Search? Referrals? Speaking? Podcasting? Networking? Events? 2. What do I want them to do next? Choose a primary next step instead of sending people in ten different directions. 3. Is the next step obvious? Could someone discovering you for the first time figure it out quickly? 4. What happens after they take that step? How are you nurturing the relationship and staying connected? 5. What is the deeper destination? Is the ultimate goal a service, product, membership, event, community, partnership, or client relationship? When you can answer those questions, you're no longer simply creating content. You're building an ecosystem. Join the Next Fill the Room Preview Call If you've been watching Michelle build Connected & Paid Live and you're curious about the room, join the next Fill the Room preview call. Michelle will walk you through what she's creating, who Connected & Paid Live is for, what you can expect from the experience, and why she believes this room is going to be special. Not only because of who's on the stage—but because of who's going to be sitting next to you. DM Michelle the word ROOM for information about the next Fill the Room preview call and Connected & Paid Live. Join the Conversation If you're listening on Spotify, answer this question in the comments: Where are you currently sending people after they discover you? Your email list? Website? Strategy call? Membership? Event? Or nowhere yet? And if you're listening on Apple Podcasts, leave a review and share your biggest takeaway from this episode. Key Takeaway You don't always need more visibility. You need somewhere for your visibility to go. Content gets attention. Your ecosystem turns that attention into relationships and revenue. Stop measuring your entire marketing strategy by how many people saw you. Start building a clear path for the right people to discover you, trust you, enter your world, and take the next step. Because visibility gets you noticed. Your ecosystem gives people a reason to stay. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.